Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,644 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
8,101
shares
|
$766,516
0.33% of portfolio
|
Q4 2025
Reduced 22.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
8,099
shares
|
$766,327
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
8,071
shares
|
$763,678
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,055
shares
|
$762,164
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
8,048
shares
|
$761,501
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,034
shares
|
$760,177
0.04% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
8,018
shares
|
$758,663
0.02% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
7,993
shares
|
$756,297
0.21% of portfolio
|
Q4 2025
Added 2.2%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
7,963
shares
|
$753,459
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,936
shares
|
$750,904
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
7,932
shares
|
$750,525
0.55% of portfolio
|
Q4 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,922
shares
|
$749,579
0.05% of portfolio
|
Q3 2024
Added 29.91%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
7,913
shares
|
$748,728
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
7,902
shares
|
$747,687
0.04% of portfolio
|
Q1 2022
Reduced 1.54%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
7,885
shares
|
$746,078
0.07% of portfolio
|
Q2 2025
Added 208.01%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,843
shares
|
$742,104
0.21% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
7,823
shares
|
$740,212
0.2% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
7,794
shares
|
$737,468
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
7,791
shares
|
$737,184
0.29% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
7,780
shares
|
$736,143
0.17% of portfolio
|
Q3 2019
Reduced 6.85%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
7,773
shares
|
$735,481
0.12% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,761
shares
|
$734,345
0.05% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
7,745
shares
|
$732,831
0.22% of portfolio
|
Q4 2025
Reduced 8.88%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
7,737
shares
|
$732,074
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
7,693
shares
|
$727,911
0.3% of portfolio
|
Q3 2025
Added 0.03%
|
|